How to turn on the Drafting and Collaboration tool for users

Turning on the drafting and collaboration tool for repository users in ContractWorks will allow them to automatically upload drafted and approved documents to the repository.

Instructions

Step 1: Open Settings.

Step 2: Click "Repository and E-Sign Settings"

 

Step 3: Scroll down to "Room Integrations" section and click "Configure"

 

Step 4: Scroll down to "User Settings".

Step 5: Click "Add"

 

Step 6: Select the user's name from the drop down user list.

 

Step 7: Select "After Approved" for event type. 

Step 8: Choose the "Approved Documents" folder. 

Step 9: Click "Submit". Now, all approved documents created or uploaded by this user will be automatically stored in the "Approved Documents" folder.